Put your customers at the centre of your business to create a repeatable cycle of customer satisfaction that delivers real value.
Talk to an expert todayA critical need for compliance, always. Difficulties understanding your customers, including their behaviour. The right way to engage with customers when there’s no single view of them. Poor integrations with existing systems. Siloed marketing tasks, which undermine your efforts.
We’ll help you cut through the bulls***t and find the smart software solution for your finance business
A finance CRM (customer relationship management) is designed specifically to manage financial services effectively.It puts customers at the centre of your business, ensuring that how you support your customers is as strong as what you offer your customers. Finance CRM ensures you provide the best possible service to your customers, creating engaged, satisfied customers that always come back for more.
Book a free demoEzi Car Rental operates a successful car rental business and is expanding its NZ brand and associated marketing activity. All online reservations and bookings are entered into the existing Booking system, Ezi Car Rental would like to expand its marketing content and build its brand. However, lacking a CRM system, Ezi Car Rental has no way to accurately segment their customer data in detail as the existing booking system does not allow effective segmentation with the level of granularity required. As a consequence, the marketing messages that are generated are not as effective as they could be as they are not targeted at the correct customers, and this is an area that could be significantly improved.
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Articles
See more >With so many different CRM (customer relationship management) systems in the market, it can be confusing to know which CRM is best for your business. The first question to answer is, why would a company use a CRM?
Full article...Fern Energy, the business that keeps New Zealand’s Primary Sector moving and SugarCRM, provider of the award-winning AI-driven CRM platform, today announced Fern Energy has upgraded its existing SugarCRM solution to Sugar Sell Premier.
Full article...After 10 years of operating under the name CloudTech, this major player in the CRM (Customer Relationship Management) software consultancy space is rebranding, or rather, optimising its business. Meet optimate.me, (pronounced optimate me) your growth partner.
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